Senior Account Executive, Senior Living

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a service team managing a designated portfolio of clients.

• Support renewal meetings by presenting results to established client representatives.

• Engage in client meetings, taking the lead when necessary.

• Comprehend intricate financial analyses and claims data.

• Participate in prospect presentation meetings as required.

• Prepare and manage comprehensive renewal submissions for marketing purposes.

• Evaluate quotes for precision and compile spreadsheets of all received quotes.

• Assist in data analysis to explore various program structure options.

• Develop client presentations that include quotes, spreadsheets, contract comparisons, and other internal marketing assets.

• Submit finalized business to the insurance market and supervise the implementation process.

• Review documents from insurance companies for correctness and request revisions for any inaccuracies.

• Aid in supervising support staff to effectively manage workflow.

• Carry out additional duties as assigned.

⛳️ Requirements

• A Bachelor’s Degree is required; significant work experience may be considered in place of a degree.

• 10-15 years of experience specifically in Property & Casualty is required.

• A state-specific license is mandatory.

• Exceptional verbal and written communication skills are essential.

• Strong skills in multitasking and time management are necessary.

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) is required.

• Professional appearance and business demeanor with a strong focus on customer service.

🏝️ Benefits

• Opportunity for remote work.

• Full-time employment status.